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d5dd38f
update devcontinaer postCreateCommand to update line feed chars in *.…
Dongbumlee Apr 29, 2025
36ceb87
Merge pull request #529 from microsoft/update-devcontainer-linux-comp…
brittneek Apr 29, 2025
00b875f
Update architecture.png
brittneek Apr 30, 2025
f16d541
Update architecture.png (#530)
brittneek Apr 30, 2025
94bf78f
Update architecture.png
brittneek Apr 30, 2025
199c2cd
Merge branch 'main' into clad-architecture-changes
brittneek Apr 30, 2025
43009e8
Merge pull request #533 from microsoft/clad-architecture-changes
brittneek Apr 30, 2025
e671d12
corrected the typo errors (#535)
Rohini-Microsoft May 2, 2025
ae90269
fix: comment 'apiProperties' to avoiding error in deployment (#534)
Dongbumlee May 2, 2025
e7041e8
drafting readme updates
toherman-msft May 5, 2025
04a113d
image readme folder name change
toherman-msft May 5, 2025
2fc6285
main readme restructure
toherman-msft May 5, 2025
047cc9e
main readme updates
toherman-msft May 5, 2025
55a8b92
title update
toherman-msft May 5, 2025
8e5cb50
cross ref update
toherman-msft May 5, 2025
6ecf589
img ref for quote check
toherman-msft May 6, 2025
6023337
deleterg images
toherman-msft May 6, 2025
6d33193
updated deployment and readme
toherman-msft May 6, 2025
779a215
removing customization area
toherman-msft May 6, 2025
f7410da
solution architecture update
toherman-msft May 6, 2025
443be75
cropping architecuture image
toherman-msft May 6, 2025
cbc0751
fix: fix deployment pipeline (#536)
Harsh-Microsoft May 7, 2025
7b82b9b
Merge pull request #539 from microsoft/docs-gh-updates
toherman-msft May 7, 2025
0aa588e
fixed date time response issue
AjitPadhi-Microsoft May 14, 2025
9026d42
Update src/App/backend/chat_logic_handler.py
AjitPadhi-Microsoft May 14, 2025
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4 changes: 2 additions & 2 deletions .devcontainer/devcontainer.json
Original file line number Diff line number Diff line change
Expand Up @@ -32,9 +32,9 @@
]
}
},
"postCreateCommand": "bash ./.devcontainer/setup_env.sh",
"postCreateCommand": "sed -i 's/\\r$//' ./.devcontainer/setup_env.sh && find ./infra -type f -name \"*.sh\" -exec sed -i 's/\\r$//' {} \\; && bash ./.devcontainer/setup_env.sh",
"remoteUser": "vscode",
"hostRequirements": {
"memory": "4gb"
}
}
}
29 changes: 21 additions & 8 deletions .github/workflows/CAdeploy.yml
Original file line number Diff line number Diff line change
Expand Up @@ -7,6 +7,10 @@ on:
schedule:
- cron: '0 6,18 * * *' # Runs at 6:00 AM and 6:00 PM GMT

env:
GPT_MIN_CAPACITY: 10
TEXT_EMBEDDING_MIN_CAPACITY: 10

jobs:
deploy:
runs-on: ubuntu-latest
Expand All @@ -22,8 +26,8 @@ jobs:
export AZURE_TENANT_ID=${{ secrets.AZURE_TENANT_ID }}
export AZURE_CLIENT_SECRET=${{ secrets.AZURE_CLIENT_SECRET }}
export AZURE_SUBSCRIPTION_ID="${{ secrets.AZURE_SUBSCRIPTION_ID }}"
export GPT_MIN_CAPACITY="11"
export TEXT_EMBEDDING_MIN_CAPACITY="45"
export GPT_MIN_CAPACITY=${{ env.GPT_MIN_CAPACITY }}
export TEXT_EMBEDDING_MIN_CAPACITY=${{ env.TEXT_EMBEDDING_MIN_CAPACITY }}
export AZURE_REGIONS="${{ vars.AZURE_REGIONS_CA }}"

chmod +x infra/scripts/checkquota.sh
Expand Down Expand Up @@ -77,7 +81,7 @@ jobs:
id: generate_rg_name
run: |
echo "Generating a unique resource group name..."
ACCL_NAME="cabyoc" # Account name as specified
ACCL_NAME="ca" # Account name as specified
SHORT_UUID=$(uuidgen | cut -d'-' -f1)
UNIQUE_RG_NAME="arg-${ACCL_NAME}-${SHORT_UUID}"
echo "RESOURCE_GROUP_NAME=${UNIQUE_RG_NAME}" >> $GITHUB_ENV
Expand Down Expand Up @@ -115,18 +119,26 @@ jobs:
az deployment group create \
--resource-group ${{ env.RESOURCE_GROUP_NAME }} \
--template-file infra/main.bicep \
--parameters AzureOpenAILocation=${{ env.AZURE_LOCATION }} environmentName=${{ env.SOLUTION_PREFIX }} cosmosLocation=eastus2
--parameters AzureOpenAILocation=${{ env.AZURE_LOCATION }} environmentName=${{ env.SOLUTION_PREFIX }} cosmosLocation=eastus2 gptDeploymentCapacity=${{ env.GPT_MIN_CAPACITY }} embeddingDeploymentCapacity=${{ env.TEXT_EMBEDDING_MIN_CAPACITY }} \

- name: Get AI Services name and store in variable
if: always() && steps.check_create_rg.outcome == 'success'
id: get_ai_services_name
run: |
set -e
echo "Getting AI Services name..."
# Get the AI Services name from the deployment output
# Get the AI Services name
ai_services_name=$(az cognitiveservices account list -g ${{ env.RESOURCE_GROUP_NAME }} --query "[0].name" -o tsv)
echo "AI_SERVICES_NAME=${ai_services_name}" >> $GITHUB_ENV
if [ -z "$ai_services_name" ]; then
echo "No AI Services resource found in the resource group."
echo "AI_SERVICES_NAME=" >> $GITHUB_ENV
else
echo "AI_SERVICES_NAME=${ai_services_name}" >> $GITHUB_ENV
echo "Found AI Services resource: $ai_services_name"
fi

- name: List KeyVaults and Store in Array
if: always() && steps.check_create_rg.outcome == 'success'
id: list_keyvaults
run: |

Expand Down Expand Up @@ -180,7 +192,7 @@ jobs:
# echo "Power BI URL updated successfully for application: $application_name."

- name: Delete Bicep Deployment
if: success()
if: always()
run: |
set -e
echo "Checking if resource group exists..."
Expand All @@ -197,6 +209,7 @@ jobs:
fi

- name: Wait for resource deletion to complete
if: always() && steps.check_create_rg.outcome == 'success'
run: |

# List of keyvaults
Expand Down Expand Up @@ -256,7 +269,7 @@ jobs:
done

- name: Purging the Resources
if: success()
if: always() && steps.check_create_rg.outcome == 'success'
run: |

set -e
Expand Down
214 changes: 144 additions & 70 deletions README.md

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2 changes: 1 addition & 1 deletion TRANSPARENCY_FAQ.md
Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,7 @@
The sample solution for research assistant focuses on a researcher who wants to explore relevant articles and grants to accelerate submission of a grant proposal. The sample data is sourced from a select set of research and grants published on PubMed and NIH. The documents are intended for use as sample data only. The sample solution takes user input in text format and returns LLM responses in text format up to 800 tokens.
It uses prompt flow to search data from AI search vector store, summarize the retrieved documents with Azure OpenAI.

The sample solution for client advisor focuses on an advisor to save time and prepare relevant discussion topics for scheduled meetings. It provides an overview of daily client meetings with seamless navigation between viewing client profiles and chatting with data. The sample data is synthetic and is generated using ficticious names. This data intended for use as sample data only. The sample solution takes user input in text format and returns LLM responses in text format up to 800 tokens.
The sample solution for client advisor focuses on an advisor to save time and prepare relevant discussion topics for scheduled meetings. It provides an overview of daily client meetings with seamless navigation between viewing client profiles and chatting with data. The sample data is synthetic and is generated using fictitious names. This data intended for use as sample data only. The sample solution takes user input in text format and returns LLM responses in text format up to 800 tokens.
It uses semantic kernel to search data from AI search vector store and Azure SQL Database, summarize the results using Azure OpenAI.

- ### What is/are Build your own copilot Solution Accelerator’s intended use(s)?
Expand Down
16 changes: 5 additions & 11 deletions docs/DeploymentGuide.md
Original file line number Diff line number Diff line change
Expand Up @@ -10,25 +10,23 @@ Check the [Azure Products by Region](https://azure.microsoft.com/en-us/explore/g
- [Azure AI Search](https://learn.microsoft.com/en-us/azure/search/)
- [Azure App Service](https://learn.microsoft.com/en-us/azure/app-service/)
- [Azure SQL Database](https://learn.microsoft.com/en-us/azure/azure-sql/)
- [Microsoft Fabric](https://learn.microsoft.com/en-us/fabric/)
- [Azure Semantic Search](AzureSemanticSearchRegion.md)

Here are some example regions where the services are available: East US, East US2, Australia East, UK South, France Central.


### **Important: Check Azure OpenAI Quota Availability**

⚠️ To ensure sufficient quota is available in your subscription, please follow [quota check instructions guide](./quota_check.md) before you deploy the solution.
⚠️ To ensure sufficient quota is available in your subscription, please follow [quota check instructions guide](./QuotaCheck.md) before you deploy the solution.


### [Optional] Quota Recommendations
By default, the **Gpt-4o-mini model capacity** in deployment is set to **30k tokens**, so we recommend
By default, the **Gpt-4o-mini model capacity** in deployment is set to **30k tokens**, so we recommend updating the following:

> **For Global Standard | GPT-4o-mini - increase the capacity to at least 150k tokens post-deployment for optimal performance.**

To adjust quota settings, follow these [steps](AzureGPTQuotaSettings.md)


Depending on your subscription quota and capacity, you can [adjust quota settings](AzureGPTQuotaSettings.md) to better meet your specific needs. You can also [adjust the deployment parameters](CustomizingAzdParameters.md) for additional optimization.
­
## Deployment Options & Steps

Pick from the options below to see step-by-step instructions for GitHub Codespaces, VS Code Dev Containers, and Local Environments.
Expand Down Expand Up @@ -211,10 +209,6 @@ This will rebuild the source code, package it into a container, and push it to t
2. **Add Authentication Provider**
- Follow steps in [App Authentication](./AppAuthentication.md) to configure authenitcation in app service. Note that Authentication changes can take up to 10 minutes.

3. **Fabric Configuration**,
- Follow steps in [Fabric Deployment guide](FabricDeployment.md) to set up the data processing pipelines and Power BI report in Fabric.
4. **Teams App Configuration**
- *(Optional)* Follow steps in [Teams Tab App guide](TeamsAppDeployment.md) to add the Client Advisor app to Microsoft Teams.
5. **Deleting Resources After a Failed Deployment**
3. **Deleting Resources After a Failed Deployment**

- Follow steps in [Delete Resource Group](DeleteResourceGroup.md) if your deployment fails and/or you need to clean up the resources.
2 changes: 1 addition & 1 deletion docs/FabricDeployment.md
Original file line number Diff line number Diff line change
Expand Up @@ -12,7 +12,7 @@
## Step 2: Deploy Fabric resources and artifacts
1. Navigate to ([Azure Portal](https://portal.azure.com/))
2. Click on Azure Cloud Shell in the top right of navigation Menu (add image)
3. Run the run the following commands:
3. Run the following commands:
- ```az login```
- ```rm -rf Build-your-own-copilot-Solution-Accelerator```
- ```git clone https://github.com/microsoft/Build-your-own-copilot-Solution-Accelerator```
Expand Down
2 changes: 1 addition & 1 deletion docs/quota_check.md → docs/QuotaCheck.md
Original file line number Diff line number Diff line change
Expand Up @@ -55,7 +55,7 @@ eastus, uksouth, eastus2, northcentralus, swedencentral, westus, westus2, southc
### **Sample Output**
The final table lists regions with available quota. You can select any of these regions for deployment.

![quota-check-ouput](images/readMe/quota-check-output.png)
![quota-check-ouput](images/readme/quota-check-output.png)

---
### **If using Azure Portal and Cloud Shell**
Expand Down
4 changes: 2 additions & 2 deletions docs/SampleQuestions.md
Original file line number Diff line number Diff line change
Expand Up @@ -5,8 +5,8 @@ To help you get started, here are some **Sample Prompts** you can ask after sele
1. Click on **Karen Berg** client.
2. Ask the following questions:
- What were Karen's concerns during our last meeting?
- Did karen express any concerns over market fluctuations in prior meetings?
- What type of asset does karen own ?
- Did Karen express any concerns over market fluctuations in prior meetings?
- What type of asset does Karen own ?
- Show latest asset value by asset type?
- How did equities asset value change in the last six months?

Expand Down
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